Filed February 24, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 20-8874282 | Investment Management | $14,250 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,937 | $51,620+68.4% | $90,324-3.8% | $65,186+33.4% |
| Participation rate | 96.9% | 68.6%+28.3pp | 73.3%+23.7pp | 70.2%+26.7pp |
| Annual return | 8.26% | 24.94%-16.7pp | 78.15%-69.9pp | 29.39%-21.1pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,856-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,332 | $2,871+120.6% | $3,885+63.0% | $3,514+80.2% |
| Admin fee / account holder | $34 | $384-91.1% | $5,356-99.4% | $847-96.0% |